A complete list of active advisors currently associated with Prepared Financial Planning
Warmer can help you find a great advisor at Prepared Financial Planning or one who fits your needs even better.
Prepared Financial Planning is a fee‑only registered investment adviser that provides investment management and financial planning to individual and high‑net‑worth clients. The firm manages roughly $11.2 million for a small client base and offers both ongoing comprehensive planning and project‑based engagements. The firm’s investment approach emphasizes asset allocation and modern portfolio theory, blending passive and active strategies across stocks, bonds, mutual funds, and ETFs while considering tax implications and client risk tolerance. It tailors portfolios to client goals, may integrate outside managers for selected accounts, and implements discretionary trading authority where agreed. Prepared Financial Planning routinely offers educational seminars and speaking engagements and provides financial education and consulting services to nonprofits and educational institutions; these presentations are explicitly educational and do not include individualized investment advice. Its combination of a compact client roster, flexible planning engagement models (ongoing and project‑based), use of outside managers, and the availability of values‑based investing options differentiate the firm from many peers.
To learn more about the advisors currently working at Prepared Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Milwaukee, WI
| 9
|
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